Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Roder is a financial advisor with Steward Partners Investment Advisory, LLC. She has been in the industry since September 27, 2014 and holds a Series 6, 7TO, 63, and 66 securities licenses. Megan is registered to provide investment advice in Wisconsin and Oklahoma. Prior to joining Steward Partners Investment Advisory, LLC, Megan worked at Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MWA Financial Services Inc. Megan provides financial planning, portfolio management for individuals and financial consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
05/05/2023 - Present
Steward Partners Investment Advisory, LLC (Mequon WI)
WI
09/28/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mequon WI)
WI
08/19/2019 - 09/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
WI
07/24/2014 - 06/13/2019
MWA FINANCIAL SERVICES INC. (MILWAUKEE WI)
BOTH
Issued 5/5/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/7/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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